Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,820 | $172,111-37.9% | $150,298-28.9% | $137,256-22.2% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 20.95% | 69.37%-48.4pp | 62.79%-41.8pp | 220.34%-199.4pp |
| Employer contribution / active EE | $2,816 | $4,636-39.3% | $4,154-32.2% | $4,156-32.3% |
| Participant deferral / active EE | $10,122 | $6,166+64.2% | $5,453+85.6% | $6,407+58.0% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |